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- Tasks: Lead private client tax advisory and compliance for a diverse portfolio.
- Company: Dynamic firm offering autonomy and clear progression paths.
- Benefits: Competitive salary, hybrid working, flexitime, and enhanced benefits.
- Why this job: Shape tax offerings and make a real impact in your career.
- Qualifications: Recognised tax qualification and strong personal tax knowledge.
- Other info: Collaborative culture with genuine routes to Director level.
If you’re an experienced Private Client Tax Manager who’s ready for more influence, more autonomy, and more progression, this could be exactly the move you’ve been waiting for. This role gives you the freedom to take the lead on a varied and engaging private client portfolio while becoming the go-to expert on inheritance tax, trusts, succession planning, and high-level advisory work. You’ll have space to think, space to advise, and space to grow. Your voice will matter, your ideas will be heard, and your career trajectory will be taken seriously. If you want a Private Client Tax Manager position where progression isn’t a vague promise but a genuine, achievable opportunity, this could be the perfect next step.
Responsibilities:
- Lead on private client tax advisory and compliance work across a diverse portfolio
- Deliver high quality advice covering trusts, IHT, CGT, and succession planning
- Support clients with non-resident tax matters and HNWI planning
- Develop and implement effective tax strategies for business owners
- Mentor and support junior team members while contributing to technical excellence
- Stay current with evolving legislation and best practice
- Play an active part in shaping the firm’s developing tax advisory function
Skills we are looking for:
- A recognised tax qualification is desirable as is a strong technical grounding across personal tax
- Confident advising on trusts, including discretionary and specialist structures
- Skilled in inheritance tax planning and family investment company arrangements
- Strong understanding of capital gains tax and non-resident tax issues
- Comfortable working directly with clients and building long-lasting relationships
- Clear communicator with strong analytical and problem-solving skills
- Proactive, organised, and commercially aware
What’s on offer:
- £55,000 to £65,000
- Hybrid working with three office days and two from home
- Flexitime and a supportive, people-focused work environment
- Enhanced pension, private medical insurance, and free parking
- Health Assured programme plus enhanced maternity and sick pay
- Bonus scheme
- A genuine route to Director level
- A collaborative culture where your development truly matters
Register your interest by applying today or call Richard Davies or Luke Scale on 01926 290 290 to discuss this opportunity further, always in complete confidence.
Private Client Tax Manager in Milton Keynes employer: Addington Ball Recruitment Ltd
Contact Detail:
Addington Ball Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Milton Keynes
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with inheritance tax, trusts, and succession planning. Let them know you’re the go-to expert they need!
✨Tip Number 3
Prepare for interviews by practising common questions related to private client tax. Think about how you can demonstrate your problem-solving skills and your ability to build long-lasting client relationships. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that could be perfect for you. Plus, it’s a great way to show your interest and commitment to finding the right role.
We think you need these skills to ace Private Client Tax Manager in Milton Keynes
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience in private client tax advisory and compliance. We want to see how you've tackled inheritance tax, trusts, and succession planning in your previous roles. This is your chance to shine!
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when applicants tailor their documents to reflect the specific skills and experiences mentioned in the job description. It shows us you’re genuinely interested in this role!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate strong communicators who can convey their thoughts effectively. Avoid jargon unless it’s relevant to the role – we want to understand your message easily!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Addington Ball Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of inheritance tax, trusts, and succession planning. Be ready to discuss specific cases or strategies you've implemented in the past. This role is all about being the go-to expert, so show them you’ve got the expertise to back it up!
✨Show Your Leadership Skills
Since this position involves mentoring junior team members, be prepared to share examples of how you've led teams or supported others in their development. Highlight any experiences where you've taken charge of a project or initiative, demonstrating your ability to guide and inspire.
✨Communicate Clearly
As a Private Client Tax Manager, you'll need to build strong relationships with clients. Practice articulating complex tax concepts in simple terms. During the interview, focus on clear communication and active listening to show that you can connect with clients effectively.
✨Be Proactive and Engaged
Demonstrate your proactive nature by discussing how you stay updated with evolving legislation and best practices. Bring up any recent changes in tax law that could impact clients, and share your thoughts on how you would implement effective tax strategies in response.
